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process_holds [2020/04/26 09:44] – created mibaseprocess_holds [2020/05/09 16:28] (current) mibase
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-Processing Holds+====== Processing Holds ====== 
  
 Go to Members and filter **Appointments Today**, or if you want to package all your holds then select filter = **Toys with Holds** Go to Members and filter **Appointments Today**, or if you want to package all your holds then select filter = **Toys with Holds**
 +
 +===== Print Report =====
 +
 +
 +Print picking report and collect the toys (a double star means the toy has a found piece).
 +
 +To print report, click on the grey Print button on the RHS top of the page (next to email button)
 +
 +**Select all** - select **Member Holds** report - **Open Report**
 +
 +{{:process_holds:image_22.jpg?600|}}
 +
 +
 +Printed report looks like below..
 +
 +
 +{{:process_holds:image_23.jpg?600|}}
 +
 +
 +
 +<color red>NOTE: If the Hold report, or picking report or any other report for the members page are not in the report select box, go to </color>
 +
 +**Home - Reports - Add Report to Reports List**
 +
 +{{:holdsv2:image_40.jpg?600|}}
 +
 +
 +{{:holdsv2:image_39.jpg?600|}}
 +
 +
 +
 +
 +===== In MiBase members page =====
 +
  
 for each member with holds (and or appointments) click on the row, this will show the **member pane**. for each member with holds (and or appointments) click on the row, this will show the **member pane**.
  
-for toy on hold for the selected member (Donal Duck), +{{:process_holds:image_17.jpg?600|}} 
 + 
 +for each of the toys on hold for the selected member (Donald Duck), 
  
-find the toy and put it aside 
 click on the word <color red>__PENDING__</color> and it will toggle to <color green>__READY__</color> click on the word <color red>__PENDING__</color> and it will toggle to <color green>__READY__</color>
 +
 +{{:process_holds:image_20.jpg?600|}}
 +
 +After the members have collected the toys, click on the member row, this will show the member pane, click **Loan Toys** to navigate to Loans page with preloaded member details.
 +
 +{{:process_holds:image_21.jpg?600|}}
 +
 +click on **Loan All Holds**
 +
 +you can Loan a toy from the holds list one at a time, to do this click on row in toy holds, this will load the toy on the right hand side of the page and press **Loan Toy**
 +
 +**NOTE:** to delete a hold, click on the row in the holds table, and press the Red **delete hold** button (Toy Details)
 +
 +Click **Members** from the **main menu**  to return to the members with holds list,  then repeat above process for the next member. (the processed member - Donald Duck will not be on this list).
 +
 +When the toys are returned go to [[quarantine|Return Toy Instructions]] fro quarantined Toys
 +
 +//It is in this page that you can delete a hold if the toy cannot be found, and loan any  substituted toys.// 
 +
 +If the Toy bundle is not collected by the member then return the toys to the library and **return all** in mibase.
 +
 +
 +
  
  
process_holds.1587858246.txt.gz · Last modified: 2020/04/26 09:44 by mibase

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